The Client Consultant Trainee program provides motivated individuals with foundational experience in the financial services industry while preparing for a future role as a Client Consultant. Trainees perform administrative and operational tasks, support onboarding and CRM processes, and study for required licenses (SIE, Series 6 or 7, Series 63, and State Insurance License) with the goal of transitioning to a Client Consultant role upon licensing and demonstrated performance. Location: Nashville, Tennessee (US).
What they are looking for
Details
- Work type
- Onsite
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